Recent Discussions
Sum PLP Register Column for all employees
In People Planning, is there a way to sum all the values in either the PLP register or calc plan for all employees to get a total to calculate an allocation. My client would like to allocate a Pension Pool by the Employee’s Wage / Total Employee Wages. I am trying to find a way to calculate the Total Wages for all Employees using Allocation Methods as they run by RegisterID/CalcPer. Any ideas.Task Manager Auditor / View Only Access
I have a requirement to setup auditor (view only) access within the Task Manager solution. Unlike Account Reconciliations, there isn't a dedicated Role within the Global Options settings of the solution. My initial thought was to assign an Auditor role to the "Viewer Group", however this would require every single task to have the role assigned. Does anyone know of a better solution, or do we actually have to assign the viewer group on all 2,000+ tasks? E.g., regarding assigning the auditor role to the viewer group.
Default Form Template on Workflow Profile Load
I've created a form template and assigned it to a workflow profile. However, each time I access that workflow profile, I have to manually click on the form to open it. Is there a way to set a default form template so that it opens automatically when a user navigates to that specific workflow profile?
Environment Management
Hi All, In your OneStream implementation, how many environments do you have? Dev, UAT and Prod? Or do you also have Pre-Prod environment that is common in ERP systems? Also, in the UAT environment do you also have copy of data so that when testing happens or developers need to test the changes - there is enough sample data to test? Would you consider brininging data from Prod, randomize it and load into UAT env so that UAT env data at all intersections as Prod? Thanks!
Issue with Excel Data Extraction via Drilldown
Hello everyone, I hope you are doing well! I’m having an issue with an Excel extraction of my data rows through drilldown. I have a French profile and my Excel is set to French, so when I have separators with spaces, it extracts the amounts in a strange format. Have you encountered this problem before? Thank you very much!
Data Cell Access Security (Slice Security) has stopped working after we upgraded to OS v8.5
Hi, After we recently upgraded to V8.5 , it seems the slice security has stopped working. Can anyone suggest what would have gone wrong? Cube Data Access Security for Entity is True The parameters are set as User is in group and Data cell in the Filter -> Apply access and stop (Read Only) User is in group and Data cell is not in the Filter -> Apply access and continue (No access) User is NOT in group and Data cell is not in the Filter -> Apply access and continue (No access) In the Account filter , am passing 1 account say Sales but when am checking the access , user is able to access all the accounts. There is no other security available in this particular base cube other than thisUsing OneStream to Track Inflation and Related Metrics
Hi everyone, I’m interested in learning how other organizations are leveraging OneStream to track inflation and other account-related metrics. Currently, our approach involves using the Account dimension to explicitly separate inflation impacts for specific expense categories. For example: FOOD_BEV – Food & Beverage Expense INFL_FOOD_BEV – Inflation related to Food & Beverage Expense These inflation rates are externally calculated and loaded via XFD uploads. To support different reporting views, we load the data into three separate accounts: _PER – Monthly _QTR – Quarterly _ANN – Annual We also use a view dynamic account without a suffix, which adjusts based on the selected view. Exploring Alternative Approaches I’m considering whether using a User Defined (UD) dimension might offer more flexibility. For instance: Keep the account as FOOD_BEV Use the UD to switch between metrics like: "Dollars" (actuals/estimate) "Inflation" (loaded via XFD) "Per Guest" (dynamically calculated) "Pricing" (potentially another loaded or calculated metric) This method could streamline the structure and allow for more dynamic reporting, especially if inflation rates are only loaded monthly and calculated for QTD/YTD using weighted averages. Open to Ideas I’d love to hear how others are handling similar use cases. Are you using UD dimensions for this type of analysis? Are there better ways to structure inflation tracking in OneStream? Thanks in advance for sharing your insights! — Jeremy Morgan
Force Consolidation Error
Hi Team, Based on Business requirement we have created Stored Calc for Account(A#KPI_GSS_OP_IN_AFT_TAX_ROIC_WIP). But while running the Force Consolidation Step at Parent entity level getting the below error. and consolidation working fine at entity base level and data is sending from source to Destination. Can you please help us on the below issue.Stored Calc Issue
Hi Team, I am trying to build a Stored calc. My account type is "Revenue" & Formula type is "Formula Pass 11". Here, if i give full combination (All Dimensions) data is sending from Source to designation. and one more thing if i give any variables Data is not sending from source to Destination. can you please help us how to make the calc as dynamic since i am giving all combinations.
